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Brucke Financial’s Chevron CVX Stock Holding History

Brucke Financial’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$395K Buy
2,385
+244
+11% +$45.4K 0.18% 99
2026
Q1 		$443K Sell
2,141
-165
-7% -$30.1K 0.22% 90
2025
Q4 		$351K Buy
2,306
+84
+4% +$12.8K 0.19% 108
2025
Q3 		$350K Sell
2,222
-34
-2% -$5.27K 0.21% 108
2025
Q2 		$323K Sell
2,256
-25
-1% -$3.52K 0.22% 103
2025
Q1 		$310K Buy
2,281
+123
+6% +$19.3K 0.27% 98
2024
Q4 		$322K Buy
+2,158
New +$330K 0.28% 92

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Brucke Financial's CVX Position: Q2 2026 in Review

Brucke Financial increased its Chevron (CVX) stake by 11% in Q2 2026, buying an estimated $45.4K and bringing the position to 2,385 shares worth $395K. The position accounts for 0.18% of the portfolio, ranked #99.

Brucke Financial first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $443K in Q1 2026. 1,754 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Brucke Financial held 2,385 shares of Chevron worth $395K as of Q2 2026.
  • Brucke Financial bought 244 Chevron shares in Q2 2026, an estimated $45.4K.
  • Chevron made up 0.18% of Brucke Financial's portfolio in Q2 2026, its #99 holding.
  • Brucke Financial first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Brucke Financial's Chevron position peaked at $443K in Q1 2026.
  • 1,754 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Brucke Financial's 13F filing for Q2 2026, filed 21 Jul 2026.